Risk: the possibility of loss or injury. It comes in many forms - loss of income; loss of investment capital (or the fluctuation of its value); loss of assets due to estate taxes, fraud or disaster; even loss of your good name through identity theft.
Smith & Howard Wealth Management helps clients mitigate these risks. This is the first step in having the financial freedom to allow you to focus on your true life interests.
One of the first things we do for you is a comprehensive assessment of all your risks, ensuring that you are protected in areas where
you may be vulnerable. We will review your current insurance program to make certain you have the appropriate coverage, terms and best pricing possible.
For the protection of your investment portfolio, we generally use Schwab Institutional as custodian of client assets. Schwab is the premier firm catering to the unique needs of our affluent clients. In addition to its strong financial position and internal controls, Schwab is also dedicated to the protection of your portfolio, and offers a 100% guarantee against any unauthorized activity in your accounts.